The enrolment deadline is September 10 for one of the most important CE/CPD Sessions you may attend this year. Canadian tax policy is shifting rapidly, and advisors need to be ready for the impact with sound and confident audit defence knowledge. At the CE Savvy Summit on September 17, 2025, featuring noted tax experts Evelyn Jacks, Kim Moody and Dr. Dean Smith, the Society of RWM Round Table Think Tank will also host a dynamic discussion: Caught in the Crosshairs of CRA. Be sure to take part of this interactive session as we review recent changes to the tax system, promises to enhance service levels at CRA eliminate loopholes, and strengthen CRA enforcement through technology.
Esteemed Canadian tax experts delivered cutting edge personal tax filing information with a “wow” factor punctuated by huge audience participation at the Virtual CE Summit this week. Over 700 questions were received from an audience of over 350 professionals nation-wide – the largest one-day participation yet. Here’s what they said about the important tax and financial insights shared:
Will separations and divorces increase due to the pandemic? Unemployment can be a factor that leads to a spike in separations and divorces; as a result, tax and financial advisors need to understand the tax rules if they see this trend in the 2021 tax filing season.
We love to celebrate the scholastic achievements of our designates at Knowledge Bureau, and to wrap up yesterday’s Virtual CE Summits we dished out some prizes to two lucky winners. Please join us in congratulating them and check out what they won!
Are you training new and returning staff working in independent tax filing firms? Perhaps you are a CPA in public practice, a financial advisor, public trustee, legal or financial assistant, municipal officer, payroll or software company serving individuals and business owners with tax compliance? Then don’t miss Knowledge Bureau’s acclaimed Advanced T1 Tax Update 2021 for 2020 T1 Returns. Here’s what’s new in our innovative offerings this year:
With the dramatic increase in online transactions and digital solutions, and the challenges and opportunities presented by the pandemic, clients require more frequent professional communications, improved collaboration between their financial professionals and more efficient processes in building wealth with all family stakeholders in a highly complex tax and investment environment. Differentiate yourself as a Real Wealth Manager™ to help with high value professional skills. Consider the following:
This year, the tax season will again be different, particularly with new rules stemming from pandemic benefits and tax credits and the complexity they have created for tax filers. And, lots has changed at the CRA, too. That’s why there is a great opportunity for professionals and new entrants to the tax preparation market to improve their credentials during the continued lockdowns.
On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?
Esteemed Canadian tax experts delivered cutting edge personal tax filing information with a “wow” factor punctuated by huge audience participation at the Virtual CE Summit this week. Over 700 questions were received from an audience of over 350 professionals nation-wide – the largest one-day participation yet. Here’s what they said about the important tax and financial insights shared:
Will separations and divorces increase due to the pandemic? Unemployment can be a factor that leads to a spike in separations and divorces; as a result, tax and financial advisors need to understand the tax rules if they see this trend in the 2021 tax filing season.
We love to celebrate the scholastic achievements of our designates at Knowledge Bureau, and to wrap up yesterday’s Virtual CE Summits we dished out some prizes to two lucky winners. Please join us in congratulating them and check out what they won!
Are you training new and returning staff working in independent tax filing firms? Perhaps you are a CPA in public practice, a financial advisor, public trustee, legal or financial assistant, municipal officer, payroll or software company serving individuals and business owners with tax compliance? Then don’t miss Knowledge Bureau’s acclaimed Advanced T1 Tax Update 2021 for 2020 T1 Returns. Here’s what’s new in our innovative offerings this year:
With the dramatic increase in online transactions and digital solutions, and the challenges and opportunities presented by the pandemic, clients require more frequent professional communications, improved collaboration between their financial professionals and more efficient processes in building wealth with all family stakeholders in a highly complex tax and investment environment. Differentiate yourself as a Real Wealth Manager™ to help with high value professional skills. Consider the following:
This year, the tax season will again be different, particularly with new rules stemming from pandemic benefits and tax credits and the complexity they have created for tax filers. And, lots has changed at the CRA, too. That’s why there is a great opportunity for professionals and new entrants to the tax preparation market to improve their credentials during the continued lockdowns.
